Pennsylvania Capital Management’s Dominion Energy D Stock Holding History
Bought
Maintained
Sold
Quarter | Market Value | Status | Shares |
Shares Change % | Capital Flow | Portfolio Weight | Portfolio Position | |
---|---|---|---|---|---|---|---|---|
2022
Q1 | – | Sell |
-3,031
| Closed | -$238K | – | 93 |
|
2021
Q4 | $238K | Hold |
3,031
| – | – | 0.08% | 96 |
|
2021
Q3 | $234K | Hold |
3,031
| – | – | 0.1% | 77 |
|
2021
Q2 | $229K | Hold |
3,031
| – | – | 0.11% | 65 |
|
2021
Q1 | $230K | Sell |
3,031
-50
| -2% | -$3.79K | 0.14% | 62 |
|
2020
Q4 | $223K | Hold |
3,081
| – | – | 0.15% | 61 |
|
2020
Q3 | $247K | Buy |
+3,081
| New | +$247K | 0.19% | 50 |
|
2020
Q2 | – | Sell |
-3,081
| Closed | -$214K | – | 119 |
|
2020
Q1 | $214K | Hold |
3,081
| – | – | 0.28% | 43 |
|
2019
Q4 | $255K | Buy |
+3,081
| New | +$255K | 0.24% | 47 |
|